RIG
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RiverFront Investment Group’s Travelers Companies TRV Stock Holding History

RiverFront Investment Group’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
4,543
+724
+19% +$219K 0.02% 197
2026
Q1 		$1.11M Buy
3,819
+701
+22% +$205K 0.02% 188
2025
Q4 		$904K Sell
3,118
-83
-3% -$23.4K 0.01% 174
2025
Q3 		$894K Buy
3,201
+539
+20% +$144K 0.02% 162
2025
Q2 		$712K Buy
2,662
+1,221
+85% +$322K 0.01% 173
2025
Q1 		$381K Buy
1,441
+395
+38% +$98.4K 0.01% 216
2024
Q4 		$252K Buy
+1,046
New +$261K 0.01% 216

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RiverFront Investment Group's TRV Position: Q2 2026 in Review

RiverFront Investment Group increased its Travelers Companies (TRV) stake by 19% in Q2 2026, buying an estimated $219K and bringing the position to 4,543 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #197.

RiverFront Investment Group first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 1,858 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • RiverFront Investment Group held 4,543 shares of Travelers Companies worth $1.5M as of Q2 2026.
  • RiverFront Investment Group bought 724 Travelers Companies shares in Q2 2026, an estimated $219K.
  • Travelers Companies made up 0.02% of RiverFront Investment Group's portfolio in Q2 2026, its #197 holding.
  • RiverFront Investment Group first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.